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Team lift-out

2 advisors left S••••••••• F•••••••• S••••••• L•• for A•••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason G YoungAtlanta, GaJan 14, 2021Dec 23, 2020
Jennifer Fanee ThigpenAtlanta, GaJan 14, 2021Feb 1, 2021
The rule
Registrations ended
Jan 14, 2021
Registered next
Dec 23, 2020 to Feb 1, 2021
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
2 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape